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--- pended_claims_resolution [2024/07/10 17:26] – tina.robles
+++ pended_claims_resolution [2024/10/09 11:28] (current) – tina.robles
@@ Line 3: / Line 3: @@
 To locate pending claims, use the Pended claim widget button or expand the Claim Menu and select the Pended option from the Claim Views section.
-{{:pasted:20240710-161431.png}}
+{{:pasted:20240813-180700.png}}   {{:pasted:20240813-180630.png}}
 ------
@@ Line 9: / Line 9: @@
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-**New Pend Screen**
+**PENDED CLAIMS RESOLUTION**
+To locate pending claims, expand the Claim Menu and select the Pended option from the Claim Views section. Or you can go to the claim search and search for pending claims.
+The results can be filtered within any column. Just type in the text box at the top of the column and click enter. This will perform a filter that contains the text entered. To remove the filter, click on the x in the filtered field.
+{{:pasted:20240813-180959.png}}
+On the Pending grid, if there are multiple pending reasons, the Pend hyperlink is followed by a count of pending. To view all pend reasons for a claim, click on the hyperlink. This will open a read-only window displaying all pend reasons. If a reason is listed multiple times, that pend is on multiple lines on the claim.
+{{:pasted:20240813-181150.png}}
+Pended Aged Days
+The Pended Aged Days column on the grid displays the count of days since the first pending date on the claim till today's date.
+**Pended - No Contract**
+To locate a claim pending for No Contract, expand the Claim Menu and Claim Views and select Contractless and filter to Pending status. (This grid will display claims in both a Draft and Pended status.) To find contractless claims on the Claim Search or Pending grids, these will be claims where the Contract ID is blank. Note: Claims in a Draft status have not been completed yet, but a contract can be assigned.
+{{:pasted:20240813-181252.png}}
+Linking a Contract: To Link a Contract to a Claim, click the Link button on the claim in view mode. This Link can also be used to select a different Contract for a Claim if the currently assigned Contract is incorrect.
+{{:pasted:20240813-181349.png}}
+Clicking Link will open the contract search window
+{{:pasted:20240813-181507.png}}
+There are 2 different search sections with different searching options on the Contract Search. Enter search criteria in any of the 5 search boxes on the left or select search criteria from the drop downs on the right side of the search section. The search criteria available in the drop downs are as follows: Start Date, End Date, Claimable, Contract Version ID, Contract Name, Direct Value, Deviated Value, Product Name and Product Number.
+On the field search, additional criteria can be added by clicking the Add Field Criteria button. Criteria can be removed by clicking the Remove Criteria button. To clear data from the search criteria, click the X at the beginning of the criteria row.
+Refer to the Search Legend for specifics on how to perform And, Or, Not, Prefix, or Grouping searches. Click on the Search Legend hyperlink to open the legend.
+{{:pasted:20240813-181556.png}}
+The text boxes on the left side of the contract search are a “Full Text” search. Example: If “Approve” is entered in the Header and search, the results will have “Approval”, “Approved” as part of the contract header. The search results can also be filtered by entering text in box at the top of each column and clicking Enter on the keyboard. To clear a filter, delete the text in the column search and click Enter.
+One thing to note is that field search (on the right side) and normal search (on the left side) work together as a global “and” search. You can enter some criteria into one, and other criteria into another, and it will return the contracts which match BOTH. For example, if you wanted to search for any contracts which contained product “12345” with a direct value that is greater than $0.50, enter both of those criteria into the field search (on the right side). If you were to enter the product criteria into normal search, and direct value into field search, it would pull back any contracts that have product “12345” on them, AND any contracts that have ANY product with a direct value greater than $0.50. Not just contracts with product “12345” whose direct value was greater than $0.50 like you were looking for.
+Enter search criteria and select Search or click the Enter key on the keyboard to perform the search.
+Select the contract by selecting a row and clicking the Select button, or by double-clicking the row. This will assign the Contract to the Claim and update the status of the claim and line items.
+If the Contract ID hyperlink is clicked, this will open the selected contract in another tab.
+NOTE: If there are instances where the Contract Name listed on the Invoice is different that the Contract Name in GoSimple, please send this information to your GoSimple contact so that we can add that to the cheat sheet to avoid future pending claims.
+-----
+**CONTRACTS WITH PENDING CLAIMS**
 The purpose of this new screen is so a user can work pendings at a contract level instead of claim by claim.  This screen will show you most pend reasons, all claims, for any given contract.
@@ Line 33: / Line 81: @@
 **Fields in the new contract pend screen**
-•Contract id – The full contract version id that has pendings against it
+•**Contract id** – The full contract version id that has pendings against it
 NOTE:  Contract version missing sku pends will use the most recent version contract id since the sku is not
 on the contract and technically does not tie to a specific version
-•Contract title – Contract title that goes with that id
+•**Contract title** – Contract title that goes with that id
-•Contract creator – the person that created the contract
+•**Contract creator** – the person that created the contract
-•# of pending claims – The count of claims pending against that contract, this only includes pends related
+•**# of pending claims** – The count of claims pending against that contract, this only includes pends related
 to the new pend screen.  If it is an excluded pend reason the counts will not show here.
-•# of different pend reasons – The count of different pend reasons per contract
+•**# of different pend reasons** – The count of different pend reasons per contract
-•Claim pending lines by contract – The total count of pending lines against that contract
+•**Claim pending lines by contract** – The total count of pending lines against that contract
-•Invoice $ total pending – The sum of invoice requested dollars for the invoices that are tied to that contract.  Keep in mind if an invoice has multiple contracts(claims), the invoice amount will duplicate.
+•**Invoice $ total pending** – The sum of invoice requested dollars for the invoices that are tied to that contract.  Keep in mind if an invoice has multiple contracts(claims), the invoice amount will duplicate.
-•Total pending dollars – this will show you the dollar amount that is pending from the invoice #total dollars.
+•**Total pending dollars** – this will show you the dollar amount that is pending from the invoice #total dollars.
 You can click on the gear to export the data or change the columns
@@ Line 73: / Line 122: @@
 You can only choose 1 action per line item in the new pend screen.  To choose the action just click the check box in that column for that row.
-•Reject – this will mark the pending lines rejected and not allow any monies for those claims.  This will make the claim rebillable if it is a deduction or a short pay if it is a check.
+•**Reject** – this will mark the pending lines rejected and not allow any monies for those claims.  This will make the claim rebillable if it is a deduction or a short pay if it is a check.
 NOTE:  If you have more than one pend reason you will have to perform the reject action once for any lines per pend reason. This is because the reject reason used will be the same as the pend reason.
-•Amend – This action will either auto update your contract for you or will open the contract to give the user the ability to update the contract with the changes needed to clear the pending claim(s).  This action will open the contract so the user can amend it.
+•**Amend** – This action will either auto update your contract for you or will open the contract to give the user the ability to update the contract with the changes needed to clear the pending claim(s).  This action will open the contract so the user can amend it.
 NOTE:  You must have rights to edit that contract or you will get an error message stating you are not
 allowed to update it.  Pay attention to the box that pops up after you hit the amend button, it will let you know when the change will be automatically applied to the contract you are about to open or if you manually need to update your contract.   (few examples below)
-{{:pasted:20240710-163319.png}}
+ {{:pasted:20240716-122437.png}}
-•Split – This will remove line items on the claim and move it to a different claim so you can assign a different contract to those lines.
+•**Split** – This will remove line items on the claim and move it to a different claim so you can assign a different contract to those lines.
 The contract search screen will open when you choose this option so you can choose a new contract to apply
 to the lines you checked on the pend screen.   This will leave the non-pended lines on the original contract.
-•Update contract used – this will change the contract used for the claim.
+•**Update contract used** – this will change the contract used for the claim.
 The contract search box will appear for you to be able to find a different contract you want used on those
 pending claims.
-•Recalc – this will short pay the lines and only pay the allowed dollar amounts.
+•**Recalc** – this will short pay the lines and only pay the allowed dollar amounts.
 This will make the claim rebillable if it is a deduction or a short pay if it is a check.
-•Override – This will allow a one-time exception to allow the requested amount for the pending lines
+•**Override** – This will allow a one-time exception to allow the requested amount for the pending lines
-•Swap – this will allow the user to choose a different product id for the pending lines.
+•**Swap** – this will allow the user to choose a different product id for the pending lines.
@@ Line 202: / Line 251: @@
 •Requested Greater than allowed
--The pricing will be updated only if the contract is setup as a Rebate Direct Value and it is setup with a
+-The pricing will be updated only if the contract is setup as a Rebate Direct Value and it is setup with a Rebate Direct Type of Fixed Rate and a Rebate direct value type of numeric.
-Rebate Direct Type of Fixed Rate and a Rebate direct value type of numeric.
 -All others contract types will have to be manually updated.
@@ Line 212: / Line 260: @@
+A new option added to the Pended claims>Claim pended tab is the Clear from Contract option. This gives you the ability to remove the contract from one to many claims within the pending screen.  This will move any claims selected to a no contract pending.
+{{:pasted:20241009-112523.png}}
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